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Practice Pulse
Tasks
Automation Workflow
Practice Analytics
- Huddle - KPIs
- Team KPIs
Follow-up CRM
Paperless Forms
Teamio Wiki
Resources

Using Filters for looking up Patients that fit a specific criteria

Teamio Knowledge Base
Unscheduled Treatment - Best Practices
Using Filters for looking up Patients that fit a specific criteria

Here’s a quick video that explains on how to use filters for looking up patients that fit a specific criteria:

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Unscheduled Treatment - Best Practices
- Understanding the Unscheduled Treatment “Master List” screen
- Using Filters for looking up Patients that fit a specific criteria
- Working with Lists: Creating Custom Lists
- (coming soon) Working with Lists: Viewing a Custom List
- (coming soon) Working with Lists: Adding to a List of Unscheduled Treatment
- (coming soon) Making a follow up attempt on a patient with pending treatment
- (coming soon) Unscheduled Treatment Logic and Automation
Overdue Recall - Best Practices
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Broken Appointments
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- (coming soon) Team Insights: Viewing team performance over a time period
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